Actify-provided Recipes and Recipe functions are available in the folders of the Projects area. 


Make a copy first

Use the Clone feature to make a copy of a provided recipe and then modify it


Actify provides example Recipes that can be used as a base for creating recipes specific to your particular needs. The "Clone" feature can be used to copy one of the Actify example recipes to use as a starting point for your own recipe.

In addition, Actify provides Recipe Functions. These are "callable" recipes that are crafted by Actify to address common use cases with greater convenience, taking care of some data mapping and error handling concerns so you don't have to include them in your own recipe. To use a recipe function, include the "Recipe function by Workato" connector in your own recipe.

Topics

Recipe Examples

See:  Automate > Projects > Actify Standard Recipes > Examples

Viewing Example Recipes

Recipes that use Recipe Functions

  • Use Create Projects:

    • This recipe illustrates how to call a recipe function, using the Create Projects function:


Messaging Recipes

These recipes illustrate sending messages in different ways based on events or actions occurring in APM:

  • Send an email when a project is created in APM and the customer is "GM"



  • Send an email reminder when a Task is started without an Assignee


  • Send an SMS message when the named project's state changes to "Completed"

  • Post message in Slack when a task output is updated

Recipe Function Examples

See:  Automate > Projects > Actify Standard Recipes > Function Recipes

Create Projects

The Create Projects recipe function can be used to simplify the creation of multiple APM projects based on a common project template. This recipe function accepts a CSV (comma-delimited values) string as its only input. Internally, the Create Project recipe function is used to create a new project for every row in the CSV.

The "Create Projects" recipe is not intended for updating existing Projects. The APM Connector provides an action that you can use in your own recipes to update existing Projects.

The CSV format must define the column headers in its first row. The supported column headers are listed below. Those with an asterisk (*) are required while the others are optional:

  • ProgramNumber*

  • ProjectName*

  • CustomerName*

  • ProjectTemplateKey*

  • InternalProductNumber

  • QuoteNumber

  • Description

  • CommodityName

  • Quantity

  • DurationYears

  • DurationMonths

  • ManufacturingLocationName

  • ShippingLocationName

  • Vehicle

  • ModelName

  • ModelYear

  • CustomerProductNumber

  • CustomerManufacturingLocationName

The following template file follows the correct CSV format and can be downloaded as a starting point for adding multiple projects.

create-projects-template.csv

The CSV template file for Create Projects


Usage Notes

  1. Errors in one row do not prevent the other rows from being processed but the recipe will end with an error, reporting in the error message all errors that were encountered. Otherwise, the recipe will return the list of project keys for the newly created Projects.
  2. The "Create Projects" recipe does not require all fields of the CSV input to be populated, and in fact you can provide a CSV that only contains the minimal required columns: ProgramNumber, CustomerName, ProjectTemplateKey and ProjectName.
  3. Project Template keys will change when you publish a new version of a Template. If you reference the old version of a Template Key, the project will be created using the old version of the Template.
  4. The Project Template Key can be found in the URL when viewing the Project Template in the template editor interface.

Create (a) Project

The Create Project recipe function can be used to create a single APM project. It takes care of the required data conversions for raw values for properties such as Customer and Commodity, so that you can pass those as human-readable values instead of their reference keys.

The Create Project recipe function is not intended for use updating existing Projects. The APM Connector provides an action that you can use in your own recipes to update existing Projects.

Using Create Project can be easier than using APM Connector’s “Create Program” action in cases where a data source contains property values that you want to map to existing list items in APM. For example, if you have a Salesforce object that defines the customer name “Ford”, and in APM you have the customer “Ford” referenced by the item key “12345”, you can pass directly the value “Ford” into Create Project and it will take care of looking up the correct item key before executing the action.

Check if Project name already exists

The Check if Project name already exist recipe function can be used to check APM for duplicate project names.

This recipe can be useful as part of another recipe that creates APM Projects because APM will not allow duplicate project names to exist.